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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,649 | $52,519-22.6% | $155,789-73.9% | $59,633-31.8% |
| Participation rate | 66.0% | 61.7%+4.3pp | 76.1%-10.1pp | 68.7%-2.7pp |
| Annual return | 0.70% | 53.51%-52.8pp | 71.54%-70.8pp | 2041.40%-2040.7pp |
| Employer contribution / active EE | $2,248 | $1,589+41.4% | $3,839-41.4% | $2,203+2.0% |
| Participant deferral / active EE | $4,496 | $3,084+45.8% | $4,798-6.3% | $3,192+40.9% |
| Admin fee / account holder | $1,821 | $3,540-48.5% | $7,477-75.6% | $4,297-57.6% |